Q2 2017 Holdings
Filed 2017-08-14 | 8 holdings | $3.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗
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| Issuer | Class | CUSIP | Value ↓ | Shares | % Portfolio |
|---|---|---|---|---|---|
| US Foods Holding Corp.(USFD) | Com | 912008109 | $1.1M | 39,977,773 | 35.2% |
| Atkore International Group Inc.(ATKR) | Com | 047649108 | $686.9K | 30,460,377 | 22.2% |
| Univar Inc.(UNVREUR) | Com | 91336L107 | $630.4K | 21,590,027 | 20.4% |
| NCI Building Systems, Inc. | Com | 628852204 | $501.9K | 30,055,651 | 16.2% |
| SiteOne Landscape Supply, Inc.(SITE) | Com | 82982L103 | $184.6K | 3,545,091 | 6.0% |
| Graphic Packaging Holding Company(GPK) | Com | 388689101 | $3.0K | 214,935 | 0.1% |
| HD Supply Holdings Inc. | Com | 40416M105 | $462 | 15,081 | 0.0% |
| ServiceMaster Global Holdings, Inc. | Com | 81761R109 | $395 | 10,068 | 0.0% |